Douglas Lederer is a Series 66 licensed financial advisor with six years of industry experience, currently with Integrity Alliance, LLC. His prior work history includes roles at Lion Street Financial, AE Wealth Management, and Cetera Financial Specialists, among others. Outside of advising, he works part-time assisting customers at Bass Pro Shops with credit card applications. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and retirement plans with over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, delivering investment advice through discretionary accounts, model portfolios, and multiple platform partnerships.

Bradley Brown is a financial advisor with Principal Financial Services based in West Des Moines, IA. He holds a Series 66 designation and has 19 years of industry experience. Bradley has worked with Kingston Financial Services, Principal Securities Inc., and Principal Life Insurance Company since 2009. He serves on the boards of several local organizations, including the Rotary of West Des Moines, Pheasant Forever Des Moines Chapter, Clive Lion's Club, and the Clive Community Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory arrangements.

Dawn Roach is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 26 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Financial since 1999. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Candence Bidler Hurley is a financial advisor at Principal Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Principal Securities since 2018 and Principal Life Insurance since 1994. Hurley serves as a director on the board of the Iowa Insurance and Financial Services Education Fund, an organization that awards scholarships to students studying financial services and insurance-related fields. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

John Hawley is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Farther, where he has worked since 2025, following a 12-year tenure at Value Wealth Management, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

Nathan Lane is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has worked with Heartland Wealth Advisors and Principal-affiliated firms. Outside of advising, he has bartended at the Iowa State Fair. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jacob Repp is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co before joining Principal Securities Inc. in 2020. Outside of his advisory role, Repp hosts a podcast called "Why Wednesday," interviewing local businesses and nonprofits, and serves as a board member for a technology education organization focusing on youth summer camps. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Tyler Stevens is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been associated with Principal Life Insurance Company and Princor Financial Services Corporation since 2011. Outside of his advisory work, he engages in aerial photography using a personal drone. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager solutions offered through direct advisory and promoter arrangements.

Lizbeth Mccall is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and having 16 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those third-party managers.

Connor Meislahn is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been the owner and operator of 3C Electric LLC, a firm specializing in photovoltaic system design consulting and electrical services in the Des Moines metro area. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisor and promoter arrangements.

Matthew Darling is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and 65 credentials and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2002 and with Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephanie Forinash is a financial advisor with CWM, LLC, holding a Series 66 designation and 12 years of industry experience. She has worked at firms including Ameriprise Financial Services and Carson Wealth. In addition to her advisory role, she is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Linda Gustafson is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Conor Boffeli is a financial advisor with Principal Financial Services in West Des Moines, IA, holding CFP® and ChFC® designations and nine years of industry experience. His career includes roles at Principal Securities, Aligned Wealth Advisors, Commonwealth Financial Network, and Northwestern Mutual, among others. Boffeli serves on several nonprofit boards, including the United Way of Central Iowa and Can Play, contributing to funding decisions and program development. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Andrew Himelson is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wealth By Choice, Union Financial, and Wells Fargo. He also engages in fixed insurance and group benefits activities outside of his advisory work. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Joshua Ervasti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at firms including New York Life, Eagle Strategies, and R2 Financial Strategies, where he is a co-owner. Outside of advisory work, he is involved in business consulting through his firm, Ervasti Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.

Marlene Dixon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily with Principal-affiliated firms since 2010. Dixon serves as a board member of Six Degrees of Separation, a nonprofit organization based in Des Moines, IA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jonathan Heim is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Aligned Wealth Advisors, Mass Mutual Investors Services, Metlife Securities, and New England Securities. Heim serves on several nonprofit boards, including the Miracle League and the Carroll Chamber of Commerce, and holds leadership roles in community organizations such as the Uri Sellers Memorial Foundation and the Community Foundation of Carroll County. Principal Securities offers brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Peter Brock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Integrity Alliance since 2018 and has been involved with Benefit Source Inc and Brock Financial Services since 2011. Outside of his advisory work, he is engaged in fixed insurance lines including life, health, long-term care, and disability insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Carie Heckler is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Lion Street Advisors, Lion Street Financial, LPL Financial, WFG Advisors, and Equitable Advisors. Outside of her advisory role, she serves on the board of a homeowners association in Dallas, TX. Integrity Alliance operates as a large advisor network, providing advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of allocation strategies and serving both discretionary and non-discretionary account needs.